Patton Albertson Miller Group, LLC is a reputable investment advisory firm headquartered in Chattanooga, TN, with a solid presence in the financial industry. With over 220 individual clients and a remarkable $1,040,237,000 in assets under management, they have established themselves as a trusted partner for individuals seeking professional financial guidance.
Committed to excellence, Patton Albertson Miller Group, LLC operates from three well-equipped offices strategically located in Chattanooga. While they have a diverse client base, it is worth noting that 401K and individual accounts comprise less than 30% of their substantial assets under management. Nevertheless, the firm possesses the expertise and capacity to effectively manage employer funds, offering comprehensive solutions tailored to their clients' unique needs.
With 100% of the assets they manage being discretionary, Patton Albertson Miller Group, LLC ensures that their team of experienced advisors possesses the autonomy to make informed investment decisions on behalf of their clients. The majority of their clientele consists of high-net-worth individuals, who benefit from the firm's comprehensive suite of services.
The firm's compensation structure is designed to accommodate different client preferences and includes various types such as a percentage of assets under management, hourly charges, and fixed fees. With a total of 23 employees, 13 of whom specialize in investment advisory services, Patton Albertson Miller Group, LLC maintains an optimal client-to-advisor ratio. On average, each investment advisor manages approximately $80,020,000 in assets, reflecting the firm's industry-standard performance.
Notably, Patton Albertson Miller Group, LLC boasts a team of highly experienced advisors, including James Patton, Frederick Supan, and Rachel Ayres, who have been with the firm for an extensive period, contributing to its continued success and client satisfaction.